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EPISODE · Jun 12, 2025 · 18 MIN

The 5 Habits of Successful Investors

from 15 Minutes of Finance · host James Walters, CIMA®, CRPC® and Brandon West, CPA

Brandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, we talk about the habits of successful investors. Higher earners often fall into "lifestyle inflation" where they never feel they can get ahead. Implement these habits to successfully build your wealth, regardless of your tax bracket!Have a question or topic you want to hear covered in a future episode? Send us a direct message here: ⁠⁠⁠Contact - West & Walters⁠⁠⁠Want to talk to a professional investment advisor, or schedule your FREE financial planning meeting? ⁠⁠⁠Schedule A Call - West & Walters

Episode metadata supplied by the publisher feed · Published Jun 12, 2025

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The 5 Habits of Successful Investors

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